Privacy Policy

Information We
Collect

We may collect personal information from you in a variety of ways, including when you visit our website, engage our services, complete forms, or communicate with us. Information we collect may include:

• Name

• Phone number

• Email address

• Mailing address

• Tax, accounting, or financial information you voluntarily provide

• Communication preferences (including SMS consent)

We only collect information that is reasonably necessary to provide our services and operate our business.

How We Use Your Information
 

We use your information for purposes including, but not limited to:

• Providing accounting, tax, and advisory services

• Communicating with you regarding appointments, deadlines, and service updates

• Responding to inquiries and support requests

• Sending transactional and informational messages, including SMS messages when you have opted in

• Maintaining internal records and compliance obligations

• Improving our services and website

We do not use your personal information for purposes inconsistent with this Privacy Policy.

SMS Communications

If you opt in to receive SMS messages from Hilliard CPA Group:

• You consent to receive informational and transactional messages related to our services

• Message frequency may vary

• Message and data rates may apply

• You may opt out at any time by replying STOP

• Your mobile number and SMS consent data will not be shared with third parties for marketing purposes

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share information only in the following limited circumstances:

• With trusted service providers who assist in operating our business (e.g., software platforms, compliance vendors), under confidentiality obligations

• When required by law, regulation, subpoena, or legal process

• To protect our rights, property, or safety, or that of our clients

All third parties are required to maintain appropriate safeguards for your information.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While no system can be guaranteed 100% secure, we take commercially reasonable steps to protect your data.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal and regulatory obligations, and maintain accurate business records.

Your Privacy Rights

Depending on applicable law, you may have the right to:

• Request access to the personal information we hold about you

• Request correction of inaccurate or incomplete information

• Request deletion of your personal information, subject to legal retention requirements

• Withdraw consent for SMS communications

To exercise your rights, please contact us using the information below.

Third-Party Websites

We do not sell, rent, or trade your personal information. We may share information only in the following limited circumstances:

• With trusted service providers who assist in operating our business (e.g., software platforms, compliance vendors), under confidentiality obligations

• When required by law, regulation, subpoena, or legal process

• To protect our rights, property, or safety, or that of our clients

All third parties are required to maintain appropriate safeguards for your information.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be effective immediately upon posting on our website. Continued use of our services constitutes acceptance of the updated policy.

Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us:

Hilliard CPA Group
📞 Phone: 270-791-2789
📧 Email: information@hilliardaccounting.com
🌐 Website: https://www.hilliardaccounting.com